Ann: High Purity HPA Precursor, page-75

Hi All

I see there is an interesting argument regards to HPA.

I used to trade ATC a couple of years ago, they have achieved 4n 99.99 %, they get there Kaolin feedstock from WA, ships it to the Singapore processing plant yet to be fully constructed, they have a 10yr offtake with Mitsubishi. They are having a nightmare finding finance to complete the processing plant which is easily 2yrs in the making and more, so if KRR are going down that traditional path, then 3 - 4 yrs before production and a shit load of capex ( 150 - 200 m + )

So if there is a way that KRR can avoid this time frame and cost, then they should explore it.

On a side note KRR should really be properly exploring Mt Remarkable, as everyone knows exploration results provide the impetus for SP appreciation, not the PFS , DFS BFS cycle.

IMO